• Is Your Estate Plan Ready for the Real World?

  • Dec 5 2024
  • Length: 12 mins
  • Podcast

Is Your Estate Plan Ready for the Real World?

Listen for free

View show details

  • Summary

  • Think T.O.D. Accounts Are Simple? Think Again!

    T.O.D. accounts might sound like the shortcut to estate planning bliss, but for cross-border families, they can lead straight to chaos. Tax traps, legal tangles, and probate drama are just a few of the surprises waiting for unsuspecting heirs. Don’t let a so-called "simple solution" turn into a family nightmare—learn how to sidestep the pitfalls and build an estate plan that actually works across borders.

    Key Takeaways:

    • T.O.D. accounts can backfire: Especially when heirs live abroad or assets cross borders.
    • Estate plans need regular checkups: Make sure your accounts and documents are airtight.
    • Expert help is a game-changer: The right cross-border team can save time, money, and stress.

    Ready to make your estate plan foolproof? Schedule a free Cross-Border Financial Evaluation today by clicking here. Let’s see if and how we can help!
    Show More Show Less
Show More Show Less

What listeners say about Is Your Estate Plan Ready for the Real World?

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available